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At our recent event, Investment Manager Mike Deverell and Portfolio Manager Harry Topping discussed investment performance in 2025, highlighting strong returns in global stock markets – especially outside the US – as well as the impact of tariffs, US economic policy, and the rapid rise of artificial intelligence.

Watch the full presentation to gain deeper insights into the road ahead.

If the videos prompt any questions, please reach out to your usual Equilibrium contact or call us on 0161 486 2250. We also welcome your feedback on any other topics you would like to learn more about.

Long-term investment returns and summary

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If you have any further questions on your retirement planning, please don’t hesitate to contact us. If you’re a client, you can reach us on 0161 486 2250 or by getting in touch with your usual Equilibrium contact. For all new enquiries, please call 0161 383 3335 or fill in the form below.

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In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.

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The Care Conundrum

Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.

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Right People, Right Money, Right Time

How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.

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Lasting Power of Attorney

Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.

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10:00 – 12:00
Wilmslow
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Rapid Responsibility

Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.

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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

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